If your business provides field service work such as repair services, then check out the Service Manager application. This tool is another add-on application to the Visual Grasp Accounting Software.
With this tool, you can schedule service calls for technicians. When a customer calls in for service, you will pull up the customer information, enter make, model, serial number and dealer information as well as note the issues the customer is having. At the same time, look you the warranty information to determine if the service call is covered under a warranty or the customer will need to be billed for the services.
After the issue is identified and noted, schedule the service call. Each day you can print out service tickets for each field technician. After the work is performed, the technician will note the actual work performed and provide the information back to the service department. From there, an invoice is created and up to three separate invoice recipients including the customer, warranty company and other third parties will be sent the same invoice or have it broken down by who is to pay what.
You will then go back into the Service Manager to close out the service call and enter notes regarding the call including work performed and any other additional and pertinent information.
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